Purchases and Sales Made in Q2 2023 in Ishares Inc Msci Eurozone ETF (EZU)
This table provides information about the institutional ownership of Ishares Inc Msci Eurozone ETF (EZU) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EUROZONE ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.35K+ 2.42% |
$59.3K - $63.2K
|
57.2K
$2.69M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 4.08% |
$59.3K - $63.1K
|
34.4K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.32K+ 3.06% |
$58.1K - $61.9K
|
44.5K
$2.09M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.25K+ 1.58% |
$54.9K - $58.5K
|
80.4K
$3.78M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 19.76% |
$44K - $46.8K
|
6.07K
$285K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
955+ 4.95% |
$42K - $44.7K
|
20.3K
$951K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
915+ 19.26% |
$40.2K - $42.8K
|
5.67K
$266K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
915+ 19.26% |
$40.2K - $42.8K
|
5.67K
$266K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
884New |
$38.8K - $41.4K
|
884
$41.5K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
754+ 11.16% |
$33.1K - $35.3K
|
7.51K
$353K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
729New |
$32K - $34.1K
|
729
$34.2K
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
724+ 1.92% |
$31.8K - $33.9K
|
38.4K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
571New |
$25.1K - $26.7K
|
571
$26.8K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
485+ 5.2% |
$21.3K - $22.7K
|
9.81K
$461K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
468New |
$20.6K - $21.9K
|
468
$22K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
357+ 5.7% |
$15.7K - $16.7K
|
6.62K
$311K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
357+ 0.33% |
$15.7K - $16.7K
|
110K
$5.16M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
355+ 22.1% |
$15.6K - $16.6K
|
1.96K
$92.1K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
301New |
$13.2K - $14.1K
|
301
$14.1K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
274New |
$12K - $12.8K
|
274
$12.9K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243New |
$10.7K - $11.4K
|
243
$11.4K
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
214+ 0.3% |
$9.4K - $10K
|
71.4K
$3.35M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
214+ 0.3% |
$9.4K - $10K
|
71.4K
$3.35M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$8.79K - $9.36K
|
200
$9.39K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
188New |
$8.26K - $8.79K
|
188
$8.83K
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
183+ 1.94% |
$8.04K - $8.56K
|
9.62K
$452K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
176+ 4.58% |
$7.73K - $8.23K
|
4.02K
$189K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
160+ 1.89% |
$7.03K - $7.48K
|
8.61K
$404K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155New |
$6.81K - $7.25K
|
155
$7.28K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$6.59K - $7.02K
|
150
$7.04K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
143New |
$6.28K - $6.69K
|
143
$6.72K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
141New |
$6.2K - $6.6K
|
141
$6.62K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
135New |
$5.93K - $6.32K
|
135
$6.34K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$5.49K - $5.85K
|
125
$5.87K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
114+ 55.07% |
$5.01K - $5.33K
|
321
$15.1K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
112+ 32.0% |
$4.92K - $5.24K
|
462
$21.7K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
104+ 1.29% |
$4.57K - $4.87K
|
8.14K
$382K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
96+ 1.9% |
$4.22K - $4.49K
|
5.15K
$242K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
90New |
$3.95K - $4.21K
|
90
$4.23K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
83+ 2.46% |
$3.65K - $3.88K
|
3.46K
$162K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
62+ 0.06% |
$2.72K - $2.9K
|
108K
$5.07M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 20.63% |
$2.28K - $2.43K
|
304
$14.3K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
45New |
$1.98K - $2.11K
|
45
$2.11K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
29+ 0.1% |
$1.27K - $1.36K
|
28.9K
$1.36M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
27New |
$1.19K - $1.26K
|
27
$1.27K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17+ 0.05% |
$747 - $795
|
36.7K
$1.72M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 1.87% |
$439 - $468
|
546
$25.6K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.05% |
$264 - $281
|
12.2K
$575K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.59% |
$132 - $140
|
514
$24.1K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 4.35% |
$43.9 - $46.8
|
24
$1.13K
|